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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,831 | $198,457-14.9% | $170,435-0.9% | $147,586+14.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.63% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,459 | $6,183-76.4% | $5,432-73.1% | $4,876-70.1% |
| Participant deferral / active EE | $2,314 | $5,629-58.9% | $4,939-53.2% | $5,439-57.5% |
| Admin fee / account holder | $120 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |